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Create invoices for FreshBooks clients from new Shopify orders

  1. When this happensStep 1: New Paid Order

  2. Then do thisStep 2: Create Invoice

Need some help with your accounting? Zapier can automate your workflow from start to finish so you can stay focused on shipping those orders.

This Multi-Step Shopify-FreshBooks integration will watch for any new Shopify orders: any new one will trigger the Zap, searching for a matching client on FreshBooks. If one is found, an invoice will be created for them; otherwise, a new client and invoice will be created automatically.

How It Works

Trigger:

A new order is paid on Shopify

Automatic Zapier Actions:

  1. A FreshBooks client is found or created automatically
  2. A new invoice is created for them on FreshBooks

What You Need

  • Shopify account
  • FreshBooks account
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Connect FreshBooks Classic + Shopify in Minutes

It's easy to connect FreshBooks Classic + Shopify and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Contact

Triggers when a new contact is added for a client.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Invoice

Triggers when a new invoice is created (with line item support).

New Staff Member

Triggers when there is a new staff member created.

New Client

Triggers when a new client is added.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Payment

Triggers when a new payment is created.

New Task

Triggers for new task in a project or account.